Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTTTX (MFS LIFETIME 2025 FUND R3) | -0.61% | 4.93% | 6.93% | 2.80% | 5.60% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTTTX (MFS LIFETIME 2025 FUND R3) | 11/05/2012 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.93 | 6.93 | 2.80 | 5.60 | NA | NA | … | … | -0.61 | 1.47 | 6.43 | 10.15 | -12.63 | 8.37 | 10.39 | 17.47 | -4.21 | 12.91 | 7.33 | -0.70 | 4.11 | 17.13 | 1.31 |
| Sharpe Ratio | NA | 0.42 | 0.66 | 0.04 | 0.54 | NA | NA | … | … | -0.54 | -0.15 | 0.59 | 1.07 | -1.45 | 1.64 | 0.72 | 3.24 | -0.81 | 3.57 | 0.91 | -0.09 | 0.61 | 2.23 | 1.07 |
| Standard Deviation(%) | NA | 5.45 | 5.57 | 6.55 | 7.36 | NA | NA | … | … | 7.26 | 9.07 | 4.78 | 6.10 | 9.76 | 5.08 | 14.11 | 4.93 | 6.92 | 3.45 | 7.83 | 8.06 | 6.73 | 7.68 | 8.39 |
| Draw Down(%) | NA | 4.39 | 5.88 | 17.13 | 19.42 | NA | NA | … | … | 4.39 | 7.25 | 2.64 | 5.88 | 16.81 | 2.57 | 19.42 | 2.01 | 9.42 | 1.31 | 6.06 | 7.94 | 5.56 | 5.94 | 3.10 |
| Yield(%) | 0.00 | 7.69 | 6.09 | 5.30 | 5.20 | 4.71 | 3.53 | … | … | 0.00 | 7.94 | 6.79 | 3.29 | 4.68 | 7.21 | 2.78 | 3.96 | 3.69 | 3.64 | 4.02 | 2.96 | 2.34 | 1.81 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTTX (MFS LIFETIME 2025 FUND R3) |
0.30%
Apr 2021 – Apr 2024 |
2.86%
May 2021 – May 2026 |
4.31%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTTX (MFS LIFETIME 2025 FUND R3) |
12.01%
Dec 2018 – Dec 2021 |
9.14%
Feb 2016 – Feb 2021 |
6.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart